I'm looking for software to track my various investments. I have brokerage accounts at TDAmeritrade, Interactive Brokers and ShareBuilder (now part of ING). I also have a 401K at ING. What I'd like is a low cost way of:

  1. Importing transactions from all accounts (I don't want to type my transactions in)
  2. Doing basic analysis
    • Risk analysis
    • Portfolio optimization
    • Tax analysis
    • Sharpe ratio
  3. Suggestions of what to buy to mitigate risk would be nice as well.



There is a free service that can import your portfolio from other brokerages and do basic analysis. Head over to Wikinvest

  • I like Wikinvest, but it doesn't cover 2 out of 3 of my accounts (401k over which I have no control). – kajaco Jan 26 '12 at 17:40

What seems to be an off-shoot of Wikinvest, Sig Fig, does a better job of dealing with the Portfolio Optimization and Sharpe Ratio parts of the question.

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